Filed June 22, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $46,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,120 | $72,492-30.9% | $87,100-42.5% | $72,985-31.3% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 20.98% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,903 | $1,894+0.5% | $2,521-24.5% | $2,440-22.0% |
| Participant deferral / active EE | $2,835 | $3,270-13.3% | $4,049-30.0% | $3,607-21.4% |
| Admin fee / account holder | $425 | $5,055-91.6% | $7,497-94.3% | $5,124-91.7% |